When you push information in a FLEX Fact Find from BrokerEngine to FLEX, a new contact is created. If the contact already exists, you've created a duplicate. The solution is to combine duplicate contact records.
Last updated: February 2026 · FLEX Integration
In This Article
Prerequisites
None.
Step-by-Step Guide
Follow these steps to merge duplicate contacts in FLEX:
Step 1 — Open Merge My Contacts
In FLEX, click the Contacts tab. Select Merge My Contacts from the dropdown.
Step 2 — Search and Select the Duplicate
FLEX displays two tables. Go to the Contacts to be Merged table and click Query. Enter the contact's ID or name into the relevant fields.
Select the contact created by the FLEX Fact Find sync.
Step 3 — Select the Original Contact
In the Contact to Remain table, select the original contact.
Step 4 — Merge the Contacts
Click Merge Contacts. FLEX displays a warning that opportunities and applications linked to the duplicate contact will be permanently linked to the original contact instead.
Click OK. FLEX copies the information from the Fact Find and links the opportunity back to the original contact ID.
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